TriaGen Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Buy	+3,781	New	+$345K	0.1%	139
2022 Q2	–	Sell	-5,585	Closed	-$471K	–	189
2022 Q1	$471K	Buy	+5,585	New	+$471K	0.24%	105